|
2001
|
Family CFO
Los Altos,
California
|
$64.6K
|
–
|
–
|
–
|
|
|
2002
|
First Personal Financial Services
Charlotte,
North Carolina
|
$64K
|
-$10.4K
|
-55
|
-12%
|
|
|
2003
|
Financial Advantage
Columbia,
Maryland
|
$64K
|
–
|
–
|
–
|
|
|
2004
|
Schubert & Co
Mckinney,
Texas
|
$63K
|
-$3.79K
|
-20
|
-5%
|
|
|
2005
|
Macroview Investment Management
Bethesda,
Maryland
|
$62K
|
–
|
–
|
–
|
|
|
2006
|
Rise Advisors
Rochester,
New York
|
$62K
|
+$6.06K
|
+32
|
+9%
|
|
|
2007
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$61K
|
-$33.1K
|
-175
|
-32%
|
|
|
2008
|
Operose Advisors
Milwaukee,
Wisconsin
|
$59K
|
+$9.28K
|
+49
|
+15%
|
|
|
2009
|
Blume Capital Management
Berkeley,
California
|
$58K
|
-$26.3K
|
-139
|
-28%
|
|
|
2010
|
Leelyn Smith
Geneva,
Illinois
|
$58K
|
–
|
–
|
–
|
|
|
2011
|
EARNEST Partners
Atlanta,
Georgia
|
$55K
|
–
|
–
|
–
|
|
|
2012
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$51K
|
-$36.2K
|
-191
|
-38%
|
|
|
2013
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$50K
|
-$5.3K
|
-28
|
-8%
|
|
|
2014
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$48K
|
–
|
–
|
–
|
|
|
2015
|
Cowen Prime Advisors
New York
|
$48K
|
–
|
–
|
–
|
|
|
2016
|
Financial Perspectives
Minneapolis,
Minnesota
|
$47.3K
|
–
|
–
|
–
|
|
|
2017
|
GoalVest Advisory
New York
|
$46K
|
-$741K
|
-3,914
|
-93%
|
|
|
2018
|
First Financial Corp
Terre Haute,
Indiana
|
$46K
|
-$947
|
-5
|
-2%
|
|
|
2019
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$46K
|
+$189
|
+1
|
+0.4%
|
|
|
2020
|
Annapolis Financial Services
Annapolis,
Maryland
|
$45K
|
-$757
|
-4
|
-1%
|
|
|
2021
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$45K
|
+$7.01K
|
+37
|
+15%
|
|
|
2022
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$45K
|
+$14.8K
|
+78
|
+39%
|
|
|
2023
|
Neo Ivy Capital Management
New York
|
$45K
|
+$53K
|
+280
|
New
|
|
|
2024
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$43K
|
+$5.68K
|
+30
|
+13%
|
|
|
2025
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$41K
|
-$64K
|
-338
|
Closed
|
|
